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How can I pull data that needs to be matched from two sheets into a report?
Hi all, I have created a sheet for our active projects and a second one for what we call document details. Sometimes we have multiple documents for one project, and they'll be in separate rows. The one field in common is the Project ID. It is the primary column in one sheet but not the other. I don't know if that is…
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Auto refresh formula fields in a report
When you try to update the value of the cell that will trigger the calculated fields in your Report, it will automatically update on the sheet but it doesn’t reflect in your Report as you have to refresh it before seeing the updated value. Please always automatically refresh the Report to see the updated value of the…
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Adding another layer to my report formulas i.e. another way to group the statements
I'm trying to filter a report with multiple levels of filtering, however, I can't seem to find a way to add the last level. I have 4 groups of AND statements bound together by an OR, but I need to add another AND that binds that whole previous statement together. I want Record type is equal to "Opportunity" to apply to all…
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Pull Report from a Control Center Project that includes the row on the Intake Sheet
Hi there community, I'm hoping there's a guru out there who can help me! I'm trying to create a report that includes different sheets from a project that was provisioned with control center. HOWEVER, I want it to include the row from my intake sheet that the project was provisioned from. The report that I'm trying to…
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#Blocked column on report
I'm hoping someone can help with this infuriating problem I'm having. I have 4 columns on a sheet that I use to help me find which working week a job is due. see below. However when I add them to a report or try and filter these in a report I get the below error. Does anyone know the reason for this?
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COUNT(DISTINCT(COLLECT - Counting a value per employee
Hi, I'm trying to count how many values I have for certain people. I have two values that are assigned to the employees daily, for each day we have a value of either "Y" or "N". I want to count how many "Y" an employee has. I'm getting this information from a big database, to have it summarized in a small one. I've tried a…
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Show Attachments on a Smartsheet Report
I have an ask from our management to highlight the sign-off of requirements for our projects. In our current state, our team uses a fillable PDF that is signed electronically by our stakeholders and then attached to the corresponding row in the Project Plan sheet that contains the milestone for sign-off. I am being asked…
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Proof Tracking
Hello! I am pretty new to smartsheet. We are trying to use the proof function to gather approvals on our projects. We have several different projects working at the the same time. Is there a way to create a report to see which proofs have been sent and which have been approved?
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Locking report settings
Is there any way to lock a report's settings once it has been set up ? I can't find anything in Smartsheet about report settings and have some concerns inexperienced people may go in and accidentally change things.
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Automation and Task Re-assignments
It would be nice for an Admin to be able to: (1) see, or run a report for, the automation workflows a specific user is attached to; and, (2) selectively edit and reassign automation assignments and tasks to a new user based on a pre-existing user (for example, when a person leaves an assignment group or company).
